New Staff Onboarding Checklist

Ensuring Smooth Onboarding & Faster Staff Readiness

A structured onboarding process helps new staff understand their roles, adapt quickly to store operations, and deliver a consistent customer experience. Poor onboarding can lead to confusion, low productivity, and higher attrition. The New Staff Onboarding Checklist ensures every new employee is welcomed, trained, and prepared to perform effectively from day one.

New Staff Onboarding Checklist

Pre-Onboarding Preparation Impact

1. Is the new staff member’s joining date confirmed?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
2. Are required documents collected and verified?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
3. Is system access (POS, tools, apps) prepared in advance?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
4. Are uniforms, ID cards, or badges arranged?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
5. Is a reporting manager or buddy assigned?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________

‍

Store & Role Orientation Impact

1. Is the new staff member introduced to the store team?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
2. Is store layout and department structure explained?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
3. Are job role and daily responsibilities clearly explained?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
4. Are work schedules and attendance rules communicated?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
5. Are store policies and SOPs shared?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________

‍

Training & Skill Readiness Impact

1. Is basic product knowledge training completed?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
2. Is POS or system training provided where required?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
3. Are customer service standards explained?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
4. Is hands-on shadowing or floor training conducted?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
5. Are safety and emergency procedures explained?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________

‍

Brand & Compliance Impact

1. Is brand behaviour and communication style explained?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
2. Are grooming and uniform guidelines communicated?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
3. Are do’s and don’ts for customer interaction covered?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
4. Is data privacy or compliance awareness provided?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
5. Are escalation and reporting procedures explained?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________

‍

Review & Confirmation Impact

1. Is the new staff member’s understanding reviewed?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
2. Are doubts or questions addressed?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
3. Is onboarding completion confirmed by the manager?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
4. Is follow-up or refresher training planned?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________
5. Is onboarding documentation signed off?
     ☐ Yes
     ☐ No
     If No, Reason: __________________________________________________________